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Guide

Bitta Consignment guide

Follow the chapters in order, from the first install to everyday use. Each page tells you what to open in Business Central and what to fill in.

Start with How consignment worksBrowse the reference

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  1. Chapter 1

    Before you start

    3 pages
    1. 01How consignment worksBusiness Central has no consignment of its own. See how Bitta Consignment holds vendor-owned stock outside your inventory and sells it as a drop shipment.
    2. 02Getting startedInstall Bitta Consignment, run the assisted setup with locations, vendors, license and optional demo data, and assign the Read, Edit and Setup permission sets.
    3. 03License and seatsStart a trial or activate the Bitta Consignment license, give consignment users a seat, and see what still works without a license and after it ends.

  2. Chapter 2

    Receive and hold vendor stock

    7 pages
    1. 01Receive vendor stockPost a consignment receipt for goods a vendor delivers and still owns, with location, bin and tracking, then print the receipt note for the vendor's driver.
    2. 02Serial, lot and expiryTrack vendor consignment stock by serial number, lot, package and expiration date: assign numbers on receipts, keep one expiry per lot and sell by FIFO or FEFO.
    3. 03Bins and variantsKeep vendor consignment stock in bins and by item variant: required bins, moving between bins, choosing the bin on a sale and what warehouse handling covers.
    4. 04Move, adjust and countTransfer vendor consignment stock between locations and bins, adjust it with reason codes, post quick fixes in the Consignment Journal and run physical counts.
    5. 05Warehouse ModeHold vendor stock as zero-value inventory at a Warehouse Mode location, so warehouse documents and scanners handle it, and pay the vendor by item charge.
    6. 06Ask vendors for stockSet consignment stock levels per item and location, let Bitta Consignment suggest replenishment requests, send them to the vendor and receive what arrives.
    7. 07Scan and countCount consignment stock and enter customer usage with a scanner or a phone camera, and open the right count for any location with Count Consignment Stock.

  3. Chapter 3

    Sell consigned stock

    2 pages
    1. 01Sell consigned stockSell vendor consignment stock on a normal sales quote and order: choose the CONSIGN code, pick serials and lots, let the app create the purchase order and ship.
    2. 02Commitment explainedWhy can't I sell this serial? How Bitta Consignment commits vendor stock to open sales lines, and what on hand, committed and available mean for each sale.

  4. Chapter 4

    Settle, return and buy out

    4 pages
    1. 01Settle with vendorsPay consignment vendors only for what you sold: one purchase invoice per vendor for received drop-shipment lines, share-of-price terms and the statement.
    2. 02ReturnsSend unsold consignment stock back to the vendor with a return to vendor, and put a unit that a customer returns back into the vendor's consignment stock.
    3. 03Buy-out and agingBuy vendor consignment stock into your own inventory with an ownership change, and let aging rules propose buy-outs or returns for stock that stays too long.
    4. 04Charge vendor feesCharge a consignment vendor for storage, handling or rented space with standard documents: a line on the settlement invoice, a credit memo or a contract.

  5. Chapter 5

    Customer consignment sites

    1 page
    1. 01Customer consignmentKeep your stock at customer sites: create a site location, replenish it, invoice usage reports, reconcile site counts, bring stock back and send a statement.

  6. Chapter 6

    Find entries and reports

    2 pages
    1. 01Find entries and reportsFind consignment entries from posted documents, Find entries, serial and lot search and posting previews, and run the stock, aging, margin and trace reports.
    2. 02Power BI analyticsConnect the Bitta Consignment Power BI template to your company, read vendor stock, aging, margin and settlement, and show the report on your role center.

  7. Chapter 7

    Troubleshoot

    2 pages
    1. 01Troubleshooting and FAQWhat the most common Bitta Consignment messages mean and how to fix them, from receipts and sales to customer sites, plus answers to frequent questions.
    2. 02EDI and integrationsExchange consignment orders, purchase orders and invoices through your Business Central EDI connector, and handle what connectors do not cover yet.

Next step

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